The Rob Berger Show

Latest Episodes:

RBS 122: How To Buy Gold Sep 27, 2023

Show notes

A viewer emailed me asking how to buy gold. He knew I didn't personally invest in gold. But he asked how he might go about investing in gold.
So in today's video we'll look at five important questions you must answer when buying gold:
1. Should you buy gold in a retirement or taxable account?
2. Does a gold IRA ever make sense?
3. Should you own physical gold or gold ETFs?
4. What type of gold ETFs are best?
5. If you wanted to buy physical gold, where's the best place to buy it?
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RBS 121: 7 Steps To Overcoming Fear of Retirement Sep 13, 2023

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7 simple steps anybody can take to address the fear of retiring. Video's Sponsor is New Retirement: https://go.robberger.com/new-retireme...
The Retirement Planning Tools I Use:
1. New Retirement (Retirement Planning): https://go.robberger.com/new-retireme...
2. Empower (Investment Tracking): https://go.robberger.com/empower/yt-f...
3. Tiller (Budgeting): https://go.robberger.com/tiller/yt-fe...
Other Tools/Resources:
1. Projection Lab: https://go.robberger.com/projectionla...
2. Low-Cost Advisors: https://robberger.com/low-cost-financ...

RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement Jul 26, 2023

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Investment fees rob you of your wealth. High investment fees, such as the industry standard 1% of assets under management AUM, can literally cost you hundreds of thousands or even millions of dollars over a lifetime.
But what about investment fees once you retire? It turns out that a 1% fee in retirement can significantly lower the chance of success of your retirement plan and reduce your spending by 10% or more. In this video we look at 3 tools you can use to understand the impact of investment fees on your retirement plan.
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RBS 119: Morningstar Investor Review | Is It Worth The Cost? Jul 19, 2023

Show notes

Morningstar Investor replaces the old Morningstar Premium subscription service for retail investors. It brings a much needed facelift to Morningstar's portfolio tracker. While it offers features that may be valuable to some investors, it still has a long way to go before being the type of tool most investors will find useful for the money.
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RBS 118: Debunking the Myth that Higher Dividends Result in Higher Returns Jul 14, 2023

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I seem to be fighting a never ending battle against "dividend investing." Don't get me wrong, dividends are an important part of the returns equity investors receive from stocks and stock funds. The problem comes when we misunderstand the nature of dividends and the role they should play in our portfolio.
One mistaken belief I see is that dividends are necessary for compounding, or that a higher dividend yield results in more compounding. Nothing could be further from the truth, as we discuss in this video.
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RBS 117: Debt Ceiling Crisis Jul 03, 2023

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The debt ceiling crisis is taking us closer to the "X Date," the date the U.S. would start to default on its obligations. Many have asked me what would happen if the unthinkable occurred and the U.S. did in fact default. In this video I'll share four things:
1. A brief history of the debt ceiling
2. Ramifications of a debt ceiling crisis that gets resolved
3. Ramifications if the U.S. actually defaults
4. What, if anything, we should do to prepare
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RBS 116: Lump Sum Investing vs Dollar Cost Averaging When Stocks Are Expensive Jun 28, 2023

Show notes

We know that dollar cost averaging (DCA) underperforms lump sum investing (LSI) about two-thirds of the time. That's because stocks tend to go up more often than they go down. But does LSI beat DCA when stock market valuations are high compared to historical averages, as they are now? That's the question we cover in this video.
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RBS 115: ChatGPT Jun 26, 2023

Show notes

In this video, I ask ChatGPT some questions about sophisticated investing and retirement topics. Here are a few examples:
What is the 3-fund portfolio?
Is the 4% Rule still valid?
What Fidelity funds can we use to build the 3-fund portfolio?
The responses ChatGPT returned were amazing. It's not perfect, but it's very good. And while artificial intelligence won't replace financial advisors any time soon, it definitely can be part of our own research into financial questions.
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RBS 113: Cash vs Bonds in Retirement Jun 19, 2023

Show notes

In this video I'll explain why bonds are a better, long-term investment than cash, particularly for those in retirement.
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RBS 112: My Investment Portfolio in 2023 | Live Q&A Jun 14, 2023

Show notes

Today we'll start by looking at my investment portfolio. Then I'll answer your questions.
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